The Wealth Elevator

10 Episodes
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By: Lane Kawaoka, PE

Join our community and get access to our free ecourses - theWealthElevator.com/clubFollow 'The Wealth Elevator' as it guides you on a journey toward financial freedom. Witness our heroic transformation from humble beginnings, buying small rental properties, to becoming a general partner with over 2.1 billion in assets. Learn about our three-step system to wealth-building, including stepping into the world of alternative investments, unlocking passive income and mastering the art of infinite banking. Get insights into future-proofing your wealth with our tax strategies and gain access to unparalleled investor opportunities through our investor club. We also discuss notable changes to...

CPA TAX Insights: Mitigating Depreciation Recapture, Passive Income
#428
Last Tuesday at 1:36 PM

Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/


This comprehensive guide covers advanced tax strategies for investors, focusing on the benefits and mechanisms of various tax scenarios including 100% bonus depreciation, paper vs. electronic tax filing, and the intricacies of filing with different investment statuses. It also delves into the specifics of passive activity losses, real estate professional status, and the implications of investing with retirement funds. The script includes a detailed discussion on tax brackets, the impact of the Corporate Transparency Act, how depreciation and cost segregation studies work...


IBC Loans, Inherited Taxes, Venture Capital, Non-Accredited 506B
#427
03/19/2024

Decoding Investment Strategies for Non-Accredited and Accredited Investors


This detailed dialogue covers a broad range of investment topics, focusing on the transition from non-accredited to accredited investor status. It discusses inflation rates, Fed's targets, real estate investments, market corrections, investment opportunities in various sectors like retail, and strategies for both seasoned and new investors. It addresses the challenges and misconceptions around investing in syndicated deals, highlighting the differences between 506B and 506C offerings and how non-accredited investors can navigate these opportunities. Additionally, it touches on the significance of building a strong investor network, proper asset diversification...


Living Trusts, Irrevocable Trusts, Estate Tax Planning with Ethan Okura of Okura & Associates
#426
03/12/2024

This podcast episode delves into advanced estate planning and asset protection strategies for individuals with a net worth of several million dollars, exceeding the basic approaches like LLCs. The discussion features attorney Ethan Okura from Hawaii, covering topics like irrevocable trusts, the implications of the Corporate Transparency Act, and handling of beneficiary ownership agreement forms despite legal disputes. It also touches upon the psychology of predicting economic recessions, the merits of investing in gold, real estate vs. stock investments, and the nuances of real estate's economic impact. Moreover, the episode explores complex estate planning tools, including various types of...


Syndication Cram School: Part#4 - Numbers Part 1 of 2
#425
03/05/2024

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This comprehensive guide discusses the future refinancing needs of commercial real estate, highlighting the $1.5 trillion required by 2025, and its potential impact on investors. It critically examines the current market conditions that might be favorable for new investors, emphasizing the market's correction and its probable bottom. The script delves into investment strategies, including the risks and rewards of different types of debt, the significance of the reversion cap rate in underwriting, and the detailed analysis of deal structures. Furthermore, it offers insights...


Bank Restructuring + Capital Calls w/ Troy Taylor of Algon Group #424
#424
02/27/2024

This video podcast features Troy Taylor, a restructuring advisor who provides some insightful discussion about the current state of the economy and how it's impacting real estate investments. Troy speaks about the 'tidal wave of debt' and inflation rates, while emphasizing the importance of understanding economic trends in planning investments. He further discusses the challenges for sponsors and operators and the role of diversification in minimizing risk. The podcast also explains the need to balance achieving financial freedom with enjoying life, as illustrated in the 'oil in the spoon' parable. Troy's advice largely revolves around the need to have...


2024 Q1 Quarterly Market Update: -30% in values, cap rates vs interest rates, tenant fraud
#423
02/20/2024

In this podcast, we discuss the current economic climate, providing insights into investment strategies while leveraging a decade of experience in real estate investing. We touch base on the market downturn of 2021 to 2023, the possibility of a market bottom, and how these market cycles affect our future predictions. We underscore the value of diversification and the importance of developing a well-rounded investment strategy to weather market uncertainties. We also dive into how something external, like interest rates, can significantly impact the market and what investors can do to navigate these changes effectively. The discussion further includes an overview of...


Ask Lane: Blackstone, China, diversification, saving taxes, market shifts, solo401k
#422
02/13/2024

Join me as we explore some interesting topics during this month's office hours Q&A session. We discuss the state of real estate, taking into account a report from Blackstone, where it revealed $200 billion of undeployed capital waiting for investment opportunities, marking a potential recovery in the real estate market. We also address the method of zigging when everyone else zags, the approach taken by contrarian or sophisticated investors. Other points explored include China's property slump, long-term population growth trends, and the value of investing in basic necessities. We also discuss investment strategies that revolve around real estate recovery...


Understanding Student Loan Debt and Home Loan Approval w/Jan Miller #421
#421
02/06/2024

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In this podcast, the host discusses potential changes to investment laws and how they might impact commercial real estate investors and others. The host interviews a student loan expert who describes the challenges of seeking a home loan when you have significant student loan debt. They also discuss loan forgiveness programs, refinancing options, and the pros and cons of private versus federal loans. The expert also covers income-driven repayment plans and the benefits of staying in federal loans. The host highlights...


Passive Investing in Syndication: Vetting People and Operators #420
#420
01/30/2024

In this podcast episode, we discuss how to vet people who are doing syndication deals for passive investors. We provide resources to predict where interest rates are heading, with a focus on CMEgroup.com that provides chart-based predictions. This episode also examines the concept of risk, especially among novice investors transitioning from traditional rental properties to syndications and private placements. The host shares his personal life experiences that relate to risk, reward, and the search for 'alpha'. The segment wraps up by emphasizing the importance of diversification in investment and mentions potential strategies for higher net worth investors.

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Tax Planning Q&A with CPAs - C-Corp vs S-Corp, deducting HELOC, and REPS #419
#419
01/23/2024

Get the latest insights on 2023 financial reports for consumer and business finances. This script covers discussions on the impact of tighter monetary policies, the recession phase of the wholesale trade in the U.S., and predictions for an economic rebound in 2025. Discover why certain markets will flourish despite financial hardships, the effect of raising interest rates on the commercial real estate sector, and the impending shift of iconic Disney characters entering the public domain. The session also touches on the importance of diversifying into different sectors to secure long-term wealth, tax planning strategies, filing statuses like Real Estate Professional...